$938 Million is the total value of KINGS POINT CAPITAL MANAGEMENT's 492 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 35.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MINT | Buy | PIMCO ETF TR ENHANCED SHOetf | $37,641,000 | +69.5% | 368,881 | +69.4% | 4.01% | +44.6% |
| AMZN | Buy | AMAZON COM INC | $33,546,000 | +3.9% | 10,300 | +0.4% | 3.58% | -11.3% |
| PYPL | Buy | PAYPAL HLDGS INC | $29,126,000 | +20.8% | 124,365 | +1.6% | 3.10% | +3.1% |
| GOOGL | Buy | ALPHABET INC CAP STKcl a | $25,135,000 | +20.5% | 14,342 | +0.8% | 2.68% | +2.8% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $23,214,000 | +6.1% | 49,839 | +0.6% | 2.47% | -9.4% |
| BSV | Buy | VANGUARD BD INDEX FD INCshort trm bond | $22,323,000 | +130.0% | 269,277 | +130.4% | 2.38% | +96.3% |
| ACN | Buy | ACCENTURE PLC IRELAND CLA | $20,269,000 | +19.0% | 77,597 | +3.0% | 2.16% | +1.6% |
| HON | Buy | HONEYWELL INTL INC COM IS | $19,532,000 | +30.0% | 91,831 | +0.6% | 2.08% | +10.9% |
| AMT | Buy | AMERICAN TOWER REIT COMcl a | $15,884,000 | -5.5% | 70,766 | +1.8% | 1.69% | -19.3% |
| AON | Buy | AON PLC SHScl a added | $13,541,000 | +5.4% | 64,094 | +2.9% | 1.44% | -10.0% |
| FB | Buy | FACEBOOK INCcl a | $13,346,000 | +9.8% | 48,857 | +5.3% | 1.42% | -6.3% |
| AXP | Buy | AMERICAN EXPRESS CO | $13,261,000 | +21.6% | 109,674 | +0.8% | 1.41% | +3.8% |
| GPN | Buy | GLOBAL PMTS INC | $12,632,000 | +33.4% | 58,640 | +10.0% | 1.35% | +13.9% |
| BABA | Buy | ALIBABA GROUP HLDG LTD SPONSORED ADSads | $12,543,000 | -4.7% | 53,893 | +20.4% | 1.34% | -18.6% |
| JPM | Buy | JP MORGAN CHASE & CO COM | $12,480,000 | +36.5% | 98,215 | +3.4% | 1.33% | +16.5% |
| SPGI | Buy | S&P GLOBAL INC | $12,401,000 | -2.2% | 37,725 | +7.3% | 1.32% | -16.6% |
| MCD | Buy | MCDONALDS CORP | $11,887,000 | -1.0% | 55,397 | +1.3% | 1.27% | -15.5% |
| QCOM | Buy | QUALCOMM INC | $11,296,000 | +38.0% | 74,147 | +6.6% | 1.20% | +17.8% |
| PEP | Buy | PEPSICO INC | $11,240,000 | +9.1% | 75,789 | +1.9% | 1.20% | -6.9% |
| CVS | Buy | CVS CAREMARK CORP | $10,949,000 | +22.7% | 160,303 | +4.9% | 1.17% | +4.8% |
| GNRC | Buy | GENERAC HLDGS INC | $10,477,000 | +20.0% | 46,071 | +2.2% | 1.12% | +2.4% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $10,403,000 | +35.8% | 145,471 | +9.2% | 1.11% | +15.9% |
| LDOS | Buy | LEIDOS HLDGS INC | $10,399,000 | +20.1% | 98,922 | +1.9% | 1.11% | +2.5% |
| NEE | Buy | NEXTERA ENERGY INC | $10,142,000 | +15.8% | 131,453 | +316.6% | 1.08% | -1.2% |
| WM | Buy | WASTE MGMT INC | $10,101,000 | +7.7% | 85,654 | +3.4% | 1.08% | -8.1% |
| UL | Buy | UNILEVER PLC SPON ADR NEWadr | $9,800,000 | +28723.5% | 162,361 | +29101.6% | 1.04% | +26000.0% |
| T | Buy | AT&T INC COM | $9,779,000 | +10.3% | 340,030 | +9.4% | 1.04% | -5.9% |
| IJJ | Buy | ISHARES TR S&P MIDCAP 400etf | $9,515,000 | +22.5% | 110,254 | +91.4% | 1.01% | +4.5% |
| PFE | Buy | PFIZER INC COM | $9,420,000 | +4.0% | 255,909 | +3.6% | 1.00% | -11.2% |
| INTC | Buy | INTEL CORP | $9,416,000 | -3.2% | 189,001 | +0.6% | 1.00% | -17.4% |
| LMT | Buy | LOCKHEED MARTIN CORP | $9,347,000 | -4.5% | 26,330 | +3.2% | 1.00% | -18.4% |
| SAP | Buy | SAP AG SPONSORED ADR ISINspon adr | $9,030,000 | -16.0% | 69,253 | +0.3% | 0.96% | -28.4% |
| CMCSA | Buy | COMCAST CORPcl a | $8,739,000 | +14.6% | 166,766 | +1.1% | 0.93% | -2.2% |
| AVY | Buy | AVERY DENNISON CORP | $8,643,000 | +25.3% | 55,723 | +3.2% | 0.92% | +7.0% |
| VOO | Buy | VANGUARD INDEX FDS | $8,528,000 | +12.3% | 24,812 | +0.6% | 0.91% | -4.1% |
| MDT | Buy | MEDTRONIC PLC | $8,513,000 | +20.3% | 72,676 | +6.7% | 0.91% | +2.6% |
| ATVI | Buy | ACTIVISION BLIZZARD INC | $8,380,000 | +24.4% | 90,248 | +8.4% | 0.89% | +6.2% |
| NVDA | Buy | NVIDIA CORP | $8,221,000 | -3.5% | 15,743 | +0.0% | 0.88% | -17.6% |
| AJG | Buy | GALLAGHER ARTHUR J & CO | $7,209,000 | +24.9% | 58,271 | +6.6% | 0.77% | +6.5% |
| IQV | Buy | IQVIA HLDGS INC | $6,369,000 | +30.0% | 35,547 | +14.3% | 0.68% | +10.9% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN COM | $6,354,000 | +30.2% | 36,060 | +3.1% | 0.68% | +11.2% |
| WSM | Buy | WILLIAMS SONOMA INC | $5,732,000 | +24.3% | 56,286 | +10.4% | 0.61% | +6.1% |
| DLR | Buy | DIGITAL RLTY TR INC | $5,736,000 | +120.5% | 41,112 | +132.0% | 0.61% | +88.0% |
| BDX | Buy | BECTON DICKINSON & CO | $5,552,000 | +15.4% | 22,189 | +7.3% | 0.59% | -1.5% |
| BEPC | Buy | BROOKFIELD RENEWABLE CORPcl a sub vtg | $5,462,000 | +62.3% | 93,686 | +63.1% | 0.58% | +38.6% |
| CAG | Buy | CONAGRA BRANDS INC | $4,833,000 | +3.8% | 133,294 | +2.2% | 0.52% | -11.4% |
| IJH | Buy | ISHARES TR S&P MIDCAP 400etf | $4,690,000 | +46.7% | 20,407 | +18.3% | 0.50% | +25.3% |
| PG | Buy | PROCTER & GAMBLE CO COM | $4,614,000 | +1.6% | 33,163 | +1.5% | 0.49% | -13.2% |
| STZ | Buy | CONSTELLATION BRANDS INCcl a | $4,577,000 | +19.0% | 20,895 | +3.0% | 0.49% | +1.7% |
| BIP | Buy | BROOKFIELD INFRAST PARTNEint unit | $4,225,000 | +8.0% | 85,520 | +4.1% | 0.45% | -7.8% |
| TSLA | Buy | TESLA INC | $4,130,000 | +778.7% | 5,852 | +434.4% | 0.44% | +645.8% |
| SRLN | Buy | SSGA ACTIVE ETF TRblkstn gsosrln | $3,985,000 | +14.7% | 87,298 | +12.3% | 0.42% | -2.1% |
| DGS | Buy | WISDOMTREE TRUSTemg mkts smcap | $3,717,000 | +30.1% | 77,883 | +12.7% | 0.40% | +10.9% |
| KMI | Buy | KINDER MORGAN INC DEL | $3,623,000 | +23.6% | 265,051 | +11.5% | 0.39% | +5.5% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC NEclass b | $3,405,000 | +11.3% | 14,684 | +2.2% | 0.36% | -5.0% |
| MS | Buy | MORGAN STANLEY | $3,300,000 | +1785.7% | 48,159 | +1228.9% | 0.35% | +1500.0% |
| BIPC | Buy | BROOKFIELD INFRASTRUCTURE CO | $2,755,000 | +44.2% | 38,069 | +10.1% | 0.29% | +23.5% |
| IJS | Buy | ISHARES TR S&P SMALLCAP 6etf | $1,781,000 | +32.9% | 21,900 | +100.0% | 0.19% | +13.8% |
| VIG | Buy | VANGUARD GROUP DIV APPetf | $1,580,000 | +11.4% | 11,192 | +1.5% | 0.17% | -5.1% |
| MCHI | Buy | ISHARES TR MSCI CHINAetf | $1,444,000 | +67.7% | 17,831 | +53.7% | 0.15% | +43.9% |
| IJR | Buy | ISHARES CORE S&P SCPetf | $1,297,000 | +66.9% | 14,117 | +27.6% | 0.14% | +42.3% |
| MO | Buy | ALTRIA GROUP INC | $1,219,000 | +7.5% | 29,736 | +1.3% | 0.13% | -8.5% |
| VZ | Buy | VERIZON COMMUNICATIONS CO | $1,212,000 | +1.0% | 20,631 | +2.3% | 0.13% | -14.0% |
| TWLO | Buy | TWILIO INCcl a | $1,148,000 | +37.6% | 3,392 | +0.4% | 0.12% | +17.3% |
| NSC | Buy | NORFOLK SOUTHERN CORP | $1,026,000 | +31.7% | 4,317 | +18.6% | 0.11% | +12.4% |
| NEP | Buy | NEXTERA ENERGY PARTNERS LP COMunit part in | $996,000 | +23.9% | 14,860 | +10.8% | 0.11% | +6.0% |
| CL | Buy | COLGATE PALMOLIVE CO COM | $839,000 | +10.8% | 9,808 | +0.0% | 0.09% | -6.3% |
| NKE | Buy | NIKE INCcl b | $791,000 | +13.6% | 5,591 | +0.8% | 0.08% | -3.4% |
| IWM | Buy | ISHARES TR RUSSELL 2000 Icmdty index | $626,000 | +40.7% | 3,195 | +7.5% | 0.07% | +19.6% |
| LOW | Buy | LOWES COS INC | $621,000 | -2.8% | 3,866 | +0.4% | 0.07% | -17.5% |
| WMT | Buy | WALMART INC | $570,000 | +15.4% | 3,955 | +12.1% | 0.06% | -1.6% |
| NFLX | Buy | NETFLIX INC | $536,000 | +8.7% | 991 | +0.6% | 0.06% | -8.1% |
| DUK | Buy | DUKE ENERGY CORP | $516,000 | +4.9% | 5,637 | +1.4% | 0.06% | -9.8% |
| PFF | Buy | ISHARES TR U.S. PFD STKetf | $442,000 | +94.7% | 11,485 | +84.2% | 0.05% | +67.9% |
| JD | Buy | JD COM INC SPON ADRcl a | $410,000 | +14.8% | 4,660 | +1.3% | 0.04% | -2.2% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $362,000 | +4.3% | 2,151 | +3.2% | 0.04% | -9.3% |
| DHR | Buy | DANAHER CORP | $370,000 | +3.9% | 1,666 | +0.7% | 0.04% | -11.4% |
| KYN | New | KAYNE ANDERSON ENERGY INFRST | $355,000 | – | 61,675 | +100.0% | 0.04% | – |
| BBBY | Buy | BED BATH & BEYOND INC | $311,000 | +245.6% | 17,500 | +191.7% | 0.03% | +200.0% |
| DXC | Buy | DXC TECHNOLOGY CO | $303,000 | +111.9% | 11,750 | +46.9% | 0.03% | +77.8% |
| DIA | Buy | SPDR DOW JONES INDL AVRGetf ut ser 1 | $299,000 | +115.1% | 977 | +94.6% | 0.03% | +88.2% |
| SO | Buy | SOUTHERN CO COM | $277,000 | +13.1% | 4,514 | +0.1% | 0.03% | -3.2% |
| GLD | Buy | SPDR GOLD TR GOLD SHS | $268,000 | +40.3% | 1,500 | +39.3% | 0.03% | +20.8% |
| DS | Buy | DRIVE SHACK INC | $262,000 | +122.0% | 110,000 | +4.8% | 0.03% | +86.7% |
| SBUX | Buy | STARBUCKS CORP | $262,000 | +50.6% | 2,447 | +21.1% | 0.03% | +27.3% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $225,000 | +69.2% | 6,237 | +47.1% | 0.02% | +41.2% |
| VTWG | Buy | VANGUARD SCOTTSDALE FDSrus2000grw | $211,000 | +31.1% | 1,011 | +1.1% | 0.02% | +10.0% |
| GIS | Buy | GENERAL MILLS INC COM | $202,000 | +8.0% | 3,433 | +13.2% | 0.02% | -4.3% |
| TGT | Buy | TARGET CORP COM | $194,000 | +23.6% | 1,099 | +9.9% | 0.02% | +5.0% |
| AZN | Buy | ASTRAZENECA PLC SPONSOREDadr | $192,000 | +12.9% | 3,840 | +23.5% | 0.02% | -4.8% |
| LIN | Buy | LINDE PLC | $184,000 | +159.2% | 700 | +133.3% | 0.02% | +122.2% |
| NOVA | Buy | SUNNOVA ENERGY INTL INC. | $181,000 | +138.2% | 4,000 | +60.0% | 0.02% | +111.1% |
| WTRG | Buy | ESSENTIAL UTILS INC | $171,000 | +18.8% | 3,622 | +1.0% | 0.02% | 0.0% |
| BEP | Buy | BROOKFIELD RENEWABLE PARTNERpartnership unit | $162,000 | +23.7% | 3,750 | +50.0% | 0.02% | +6.2% |
| CMI | Buy | CUMMINS INC | $163,000 | +10.1% | 718 | +2.6% | 0.02% | -5.6% |
| GE | Buy | GENERAL ELECTRIC CO | $156,000 | +477.8% | 14,488 | +236.9% | 0.02% | +466.7% |
| IWP | Buy | ISHARES TR RUSSELL MCP GRetf | $163,000 | +19.0% | 1,588 | +100.0% | 0.02% | 0.0% |
| SYY | Buy | SYSCO CORP | $152,000 | +19.7% | 2,048 | +0.6% | 0.02% | 0.0% |
| VXF | Buy | VANGUARD INDEX FDSextend mkt etf | $135,000 | +419.2% | 822 | +311.0% | 0.01% | +366.7% |
| VNQ | Buy | VANGUARD INDEX FDS REAL ESTATEetf | $111,000 | +15.6% | 1,305 | +7.0% | 0.01% | 0.0% |
| IVW | Buy | ISHARES TR S&P 500 GROWTHetf | $115,000 | +10.6% | 1,800 | +300.0% | 0.01% | -7.7% |
| IWB | Buy | ISHARES TR RUS 1000etf | $111,000 | +23.3% | 524 | +9.2% | 0.01% | +9.1% |
| DOW | Buy | DOW INC | $114,000 | +25.3% | 2,046 | +5.5% | 0.01% | +9.1% |
| BAX | Buy | BAXTER INTL INC COM | $99,000 | +19.3% | 1,236 | +19.3% | 0.01% | +10.0% |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $103,000 | +39.2% | 1,131 | +21.6% | 0.01% | +22.2% |
| New | TWITTER INC NOTEnote | $102,000 | – | 100,000 | +100.0% | 0.01% | – | |
| AGG | Buy | ISHARES TR CORE US AGGBD ETetf | $93,000 | +287.5% | 783 | +291.5% | 0.01% | +233.3% |
| GBDC | New | GOLUB CAP BDC INC | $97,000 | – | 6,833 | +100.0% | 0.01% | – |
| DG | Buy | DOLLAR GEN CORP | $96,000 | +3.2% | 455 | +2.9% | 0.01% | -16.7% |
| GWW | New | GRAINGER W W INC | $82,000 | – | 200 | +100.0% | 0.01% | – |
| TIP | Buy | ISHARES TR TIPS BDetf | $81,000 | +47.3% | 638 | +45.7% | 0.01% | +28.6% |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $80,000 | +11.1% | 959 | +9.6% | 0.01% | 0.0% |
| FISV | New | FISERV INC | $80,000 | – | 700 | +100.0% | 0.01% | – |
| NTRS | Buy | NORTHERN TR CORP | $86,000 | +22.9% | 924 | +2.6% | 0.01% | 0.0% |
| MKC | Buy | MCCORMICK & CO INC | $86,000 | -1.1% | 897 | +99.8% | 0.01% | -18.2% |
| EL | Buy | LAUDER ESTEE COS INCcl a | $84,000 | +23.5% | 316 | +1.6% | 0.01% | +12.5% |
| TXN | Buy | TEXAS INSTRS INC | $74,000 | +21.3% | 449 | +5.2% | 0.01% | 0.0% |
| CB | Buy | CHUBB LIMITED | $66,000 | +43.5% | 430 | +7.5% | 0.01% | +16.7% |
| BWX | New | SPDR SER TR BLOMBERG INTL TRetf | $63,000 | – | 2,021 | +100.0% | 0.01% | – |
| SCZ | Buy | ISHARES TR EAFE SML CP ETFetf | $69,000 | +16.9% | 1,008 | +0.1% | 0.01% | 0.0% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $69,000 | +56.8% | 460 | +15.0% | 0.01% | +40.0% |
| LAZR | New | LUMINAR TECHNOLOGIES INC | $68,000 | – | 2,000 | +100.0% | 0.01% | – |
| MAS | Buy | MASCO CORP | $57,000 | +3.6% | 1,038 | +3.8% | 0.01% | -14.3% |
| DD | Buy | DUPONT DE NEMOURS INCinc | $54,000 | +54.3% | 755 | +19.8% | 0.01% | +50.0% |
| AUY | Buy | YAMANA GOLD INC | $46,000 | +64.3% | 8,010 | +59.9% | 0.01% | +66.7% |
| CTVA | Buy | CORTEVA INC | $47,000 | +62.1% | 1,216 | +20.5% | 0.01% | +25.0% |
| BPR | Buy | BROOKFIELD PPTYreit inc cl a | $47,000 | +161.1% | 3,170 | +111.3% | 0.01% | +150.0% |
| SPYV | New | SPDR SER TR PRTFLO S&P500 VLetf | $47,000 | – | 1,364 | +100.0% | 0.01% | – |
| LULU | Buy | LULULEMON ATHLETICA INC | $35,000 | +40.0% | 100 | +29.9% | 0.00% | +33.3% |
| VIAC | Buy | VIACOMCBS INCcl b | $36,000 | +80.0% | 973 | +34.4% | 0.00% | +100.0% |
| STE | New | STERIS | $38,000 | – | 200 | +100.0% | 0.00% | – |
| LBTYA | Buy | LIBERTY GLOBAL PLC | $38,000 | +18.8% | 1,556 | +0.6% | 0.00% | 0.0% |
| CBSH | Buy | COMMERCE BANCSHARES | $36,000 | +24.1% | 544 | +4.8% | 0.00% | 0.0% |
| IJK | Buy | ISHARES TR S&P MC 400GRetf | $34,000 | +61.9% | 469 | +427.0% | 0.00% | +33.3% |
| LBTYK | Buy | LIBERTY GLOBAL PLC | $42,000 | +16.7% | 1,766 | +1.7% | 0.00% | 0.0% |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $33,000 | – | 301 | +100.0% | 0.00% | – |
| CRWD | New | CROWDSTRIKE HLDGS INCcl a | $35,000 | – | 164 | +100.0% | 0.00% | – |
| IT | New | GARTNER INC | $32,000 | – | 200 | +100.0% | 0.00% | – |
| LBRDK | Buy | LIBERTY BROADBAND CORP | $25,000 | +13.6% | 160 | +6.0% | 0.00% | 0.0% |
| RVT | New | ROYCE VALUE TR INC | $30,000 | – | 1,878 | +100.0% | 0.00% | – |
| HUBB | New | HUBBELL INC | $16,000 | – | 100 | +100.0% | 0.00% | – |
| UNIT | Buy | UNITI GROUP INC | $15,000 | +7.1% | 1,315 | +1.2% | 0.00% | 0.0% |
| UPWK | New | UPWORK INC | $18,000 | – | 533 | +100.0% | 0.00% | – |
| DNP | New | DNP SELECT INCOME FD INC | $15,000 | – | 1,500 | +100.0% | 0.00% | – |
| CHH | New | CHOICE HOTELS INTL INC | $21,000 | – | 200 | +100.0% | 0.00% | – |
| BR | New | BROADRIDGE FINL SOLUTIONS IN | $15,000 | – | 100 | +100.0% | 0.00% | – |
| AEF | New | ABERDEEN EMRG MRKTS EQT INM | $16,000 | – | 1,957 | +100.0% | 0.00% | – |
| MRNA | Buy | MODERNA INC | $22,000 | +57.1% | 214 | +7.0% | 0.00% | 0.0% |
| ACES | New | ALPS ETF TR CLEAN ENERGYetf | $18,000 | – | 222 | +100.0% | 0.00% | – |
| SPYG | New | SPDR SER TR PRTFLO S&P500 GWetf | $20,000 | – | 357 | +100.0% | 0.00% | – |
| IEI | New | ISHARES TR 3 7 YR TREAS BDetf | $17,000 | – | 125 | +100.0% | 0.00% | – |
| VTRS | New | VIATRIS INC | $15,000 | – | 793 | +100.0% | 0.00% | – |
| PGEN | New | PRECIGEN INC | $15,000 | – | 1,500 | +100.0% | 0.00% | – |
| VGM | New | INVESCO TR INVT GRADE MUNS | $15,000 | – | 1,170 | +100.0% | 0.00% | – |
| IMO | New | IMPERIAL OIL LTD | $17,000 | – | 900 | +100.0% | 0.00% | – |
| WFC | Buy | WELLS FARGO & CO NEW COM | $22,000 | +83.3% | 722 | +38.6% | 0.00% | +100.0% |
| SIVB | New | SVB FINANCIAL GROUP | $16,000 | – | 40 | +100.0% | 0.00% | – |
| PDFS | New | PDF SOLUTIONS INC | $22,000 | – | 1,000 | +100.0% | 0.00% | – |
| CMS | Buy | CMS ENERGY CORP | $12,000 | +9.1% | 202 | +14.8% | 0.00% | 0.0% |
| SMAR | New | SMARTSHEET INC | $13,000 | – | 182 | +100.0% | 0.00% | – |
| SFNC | New | SIMMONS 1ST NATL CORPcl a $1 par | $13,000 | – | 599 | +100.0% | 0.00% | – |
| SCHX | New | SCHWAB STRATEGIC TRus lrg cap etf | $11,000 | – | 122 | +100.0% | 0.00% | – |
| SLYV | New | SPDR SER TR S&P 600 SMCP VALetf | $12,000 | – | 176 | +100.0% | 0.00% | – |
| VSS | New | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $11,000 | – | 94 | +100.0% | 0.00% | – |
| OKE | New | ONEOK INC NEW | $12,000 | – | 307 | +100.0% | 0.00% | – |
| OLN | New | OLIN CORP | $13,000 | – | 545 | +100.0% | 0.00% | – |
| MTCH | New | MATCH GROUP INC NEW | $14,000 | – | 92 | +100.0% | 0.00% | – |
| LSXMK | New | LIBERTY MEDIA CORP DEL COM C SIRIUSXM | $14,000 | – | 326 | +100.0% | 0.00% | – |
| VMO | New | INVESCO MUN OPPORTUNITY TR | $11,000 | – | 872 | +100.0% | 0.00% | – |
| ILMN | New | ILLUMINA INC | $11,000 | – | 30 | +100.0% | 0.00% | – |
| ITW | New | ILLINOIS TOOL WKS INC | $13,000 | – | 63 | +100.0% | 0.00% | – |
| FCPT | New | FOUR CORNERS PPTY TR INC | $11,000 | – | 380 | +100.0% | 0.00% | – |
| EMN | New | EASTMAN CHEM CO | $11,000 | – | 114 | +100.0% | 0.00% | – |
| DOCU | New | DOCUSIGN INC | $14,000 | – | 63 | +100.0% | 0.00% | – |
| TKR | New | TIMKEN CO | $14,000 | – | 183 | +100.0% | 0.00% | – |
| CYBR | New | CYBERARK SOFTWARE | $14,000 | – | 86 | +100.0% | 0.00% | – |
| NXPI | New | NXP SEMICONDUCTORS N V | $12,000 | – | 75 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| HONEYWELL INTL INC COM IS | 36 | Q1 2022 | 2.9% |
| ACCENTURE PLC IRELAND CLA | 36 | Q1 2022 | 2.7% |
| AMERICAN TOWER REIT COM | 36 | Q1 2022 | 2.8% |
| NEWELL RUBBERMAID INC COM | 36 | Q1 2022 | 4.6% |
| CVS CAREMARK CORP | 36 | Q1 2022 | 5.0% |
| MICROSOFT CORP COM | 36 | Q1 2022 | 4.2% |
| ISHARES TR S&P MIDCAP 400 | 36 | Q1 2022 | 2.9% |
| ENTERPRISE PRODS PARTNERS | 36 | Q1 2022 | 2.4% |
| PIMCO ETF TR ENHANCED SHO | 36 | Q1 2022 | 4.6% |
| HCA HLDGS INC COM | 36 | Q1 2022 | 2.1% |
View KINGS POINT CAPITAL MANAGEMENT's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-11 |
| 13F-HR | 2021-11-12 |
| 13F-HR/A | 2021-08-13 |
| 13F-HR | 2021-08-13 |
| 13F-HR | 2021-05-14 |
| 13F-HR | 2021-02-12 |
| 13F-HR | 2020-11-12 |
| 13F-HR | 2020-08-13 |
| 13F-HR | 2020-05-14 |
View KINGS POINT CAPITAL MANAGEMENT's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.